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Ep 47: Where Financial Advisors Drop the Ball
Manage episode 308481665 series 2585384
We see a lot of people who aren’t getting the kind of advice and service from their financial advisor that they should be. In a lot of cases, the advisor is only “managing the investments,” but not providing guidance in other areas. Let’s talk about some of the things that your advisor should be doing...
Show Notes:
Retirement Rescue TOOLKIT: https://pfcl1znr.pages.infusionsoft.net/
Website: https://www.cardinalwg.com/
Email: retire@cardinalwg.com
Phone: (904) 414-2375
66 episoder
Manage episode 308481665 series 2585384
We see a lot of people who aren’t getting the kind of advice and service from their financial advisor that they should be. In a lot of cases, the advisor is only “managing the investments,” but not providing guidance in other areas. Let’s talk about some of the things that your advisor should be doing...
Show Notes:
Retirement Rescue TOOLKIT: https://pfcl1znr.pages.infusionsoft.net/
Website: https://www.cardinalwg.com/
Email: retire@cardinalwg.com
Phone: (904) 414-2375
66 episoder
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